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Need help in calculating transactionwise Portfolio Percentage Gain/Loss on an Investment

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    Need help in calculating transactionwise Portfolio Percentage Gain/Loss on an Investment

    Hello..

    I am using excel 2007 and stuck at a mathematical question and unable to figure out how to calculate return on investment in terms of percentages on every transaction. After every transaction, I should know how much percentage is my portfolio worth. Here is a pic of my sample data and I am also attaching excel file. Please help me with a formula in column H. I dont know if the data structure I have maintained in excel is the correct way or not. Please advice efficient way of putting the data in a presentable manner.

    Thank you.

    EDIT : I wasn't getting reply to this question so I have posted a new question with real time example here and online portfolio screenshots for proper explanation. Kindly ignore this question. I am closing this tread as solved.

    pgain.png
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    Last edited by sabha; 06-24-2021 at 01:29 PM. Reason: Added new question with proper explanation

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    Forum Moderator 6StringJazzer's Avatar
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    Re: Need help in calculating transactionwise Portfolio Percentage Gain/Loss on an Investme

    Quote Originally Posted by sabha View Post
    I have posted a new question
    Please do not do this. If you need to revise a question simply edit the original question. We have a rule against duplicate threads.



    Administrative Note:

    Welcome to the forum.

    Unfortunately, this is a duplicate thread, and you are allowed only ONE thread per issue here.

    Please see Forum Rule #5 about thread duplication.

    I am closing this thread, but you may continue here in the original thread
    Jeff
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